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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $181,410 | $92,219+96.7% | $76,768+136.3% | $135,379+34.0% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | 5.39% | 5.46%-0.1pp | 2.43%+3.0pp | 519.79%-514.4pp |
| Employer contribution / active EE | $3,933 | $3,216+22.3% | $2,485+58.2% | $4,779-17.7% |
| Participant deferral / active EE | $2,606 | $4,508-42.2% | $3,852-32.3% | $5,609-53.5% |
| Admin fee / account holder | $992 | $10,749-90.8% | $6,675-85.1% | $10,828-90.8% |